Profiel
Robert Mark Borkowski is currently Financial Advisor & Managing Director at Janney Montgomery Scott LLC (Investment Management) since 2026, with employment at the firm starting in 2013.
Formerly, Mr. Borkowski was Principal at Advest, Inc. from 2004 to 2006, Vice President and Financial Advisor at Smith Barney Asset Management, Vice President at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2006 to 2013, and Financial Advisor at Tucker Anthony Holding Corp.
Education includes an undergraduate degree from Boston College, conferred in 1993.
Actieve functies van Bob Borkowski
| Bedrijven | Functie | Begin |
|---|---|---|
Janney Montgomery Scott LLC (Investment Management)
Janney Montgomery Scott LLC (Investment Management) Investment ManagersFinance JMS-IM offers investment advisory services primarily through their Wealth Management Department. The investment advisory services generally fall within one of four broad business lines: (A) wrap fee programs (programs that typically provide investment advice, brokerage trading and custody and reporting for a fee); (B) financial planning services; (C) retirement plan investment advisory services; and (D) consulting services. | Portefeuillebeheerder-Aandelen | 01-10-2013 |
Eerdere bekende functies van Bob Borkowski
| Bedrijven | Functie | Einde |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01-10-2013 |
Advest, Inc.
Advest, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01-03-2006 |
Tucker Anthony Holding Corp. | Corporate Officer/Principal | - |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | - |
Opleiding van Bob Borkowski
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Advest, Inc.
Advest, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Tucker Anthony Holding Corp. | |
Janney Montgomery Scott LLC (Investment Management)
Janney Montgomery Scott LLC (Investment Management) Investment ManagersFinance JMS-IM offers investment advisory services primarily through their Wealth Management Department. The investment advisory services generally fall within one of four broad business lines: (A) wrap fee programs (programs that typically provide investment advice, brokerage trading and custody and reporting for a fee); (B) financial planning services; (C) retirement plan investment advisory services; and (D) consulting services. | Finance |
















